⁠Dimitry Nakhla | Babylon Capital®
“Price is what you pay, value is what you get.” — Warren Buffett 🗣️

$BF.B (generally a stable stock) is -50% from its highs

What happened?

Multiple compression.

It traded for >45x earnings, meanwhile EPS CAGR was 0.80% from 2020 - 2025 (using 2025E)

#stocks #investing https://t.co/DBxxUZhHxl
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⁠Quiver Quantitative
BREAKING: Senator Markwayne Mullin has violated the STOCK Act.

He JUST disclosed a July purchase of stock in a company called Stride, $LRN.

It's a for-profit education company.

Mullin sits on the Senate Committee on Education.

The stock has risen 33% since his trade. https://t.co/GEbGgOoQVM
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⁠Stock Analysis Compilation
Middle Coast Investing on Apogee $APOG US

Thesis: Apogee’s focus on margin improvement and strategic acquisitions in a fractured market, combined with its strong management, offers solid long-term growth potential

(Extract from their Q3 letter) https://t.co/dipdbpxicz
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⁠Investing visuals
Tesla $TSLA is officially back in the $1 trillion club and now up 11x over the past 5 years👌 https://t.co/m6BEWW0OHv
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⁠Stock Analysis Compilation
Choice Equities CM on Caesars Entertainment $CZR US

Thesis: Caesars’s strong brand, combined with growth in iGaming and sports betting, positions the company for sustained financial improvement, supported by a solid yield and recent refinancings

(Extract from their Q3 letter) https://t.co/yrZN5eS68E
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⁠Stock Analysis Compilation
White Brook Capital on Krispy Kreme $DNUT US

Thesis: Krispy Kreme’s expansion into major retailers and fast-food chains, combined with its renewed business model, sets it up for capital-efficient and profitable growth

(Extract from their Q3 letter) https://t.co/9F1mVO2DPu
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⁠Stock Analysis Compilation
Aristotle on Diageo $DGE LN

Thesis: Diageo’s strong portfolio of premium spirits, global market reach, and M&A strategy position it for long-term growth, with catalysts including premiumization trends and emerging market expansion

(Extract from their Q3 letter) https://t.co/4NJoWHsqq6
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⁠Investing visuals
The Nasdaq $QQQ has delivered 19% annual returns over the past 5 years. Here's everything you need to know👇 https://t.co/Y8IPqDhHet
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⁠Startup Archive
RT @elonmusk: Couldn’t agree more

Steve Jobs on the most important job of a CEO

“The greatest people are self-managing. They don’t need to be managed. Once they know what to do, they’ll go figure out how to do it… What they need is a common vision, and that’s what leadership is. Leadership is having a vision, being able to articulate that so the people around you can understand it, and getting consensus on a common vision.”

Steve continues:

“We wanted people who were insanely great at what they did… and the neatest thing that happens when you get a core group ten great people is that it becomes self-policing as to who they let into that group. So I consider the most important job of someone like myself is recruiting.” - Startup Archive
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